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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $255,046 | $254,759+0.1% | $216,567+17.8% | $198,609+28.4% |
| Participation rate | 89.5% | 84.5%+5.0pp | 81.6%+7.8pp | 82.4%+7.1pp |
| Annual return | 12.68% | 10.04%+2.6pp | 12.94%-0.3pp | 202.70%-190.0pp |
| Employer contribution / active EE | $2,498 | $6,096-59.0% | $5,216-52.1% | $5,055-50.6% |
| Participant deferral / active EE | $9,831 | $6,948+41.5% | $6,191+58.8% | $6,977+40.9% |
| Admin fee / account holder | $6,411 | $26,311-75.6% | $21,981-70.8% | $19,030-66.3% |